Episodes
Thursday Sep 02, 2021
Equities dip, but FX points to fresh risk sentiment boost
Thursday Sep 02, 2021
Thursday Sep 02, 2021
Today's slide deck: https://bit.ly/3mUQyzX -
Today we look at the slight dip in risk sentiment in US equities, but note a more risk-on tone in FX, where the USD and JPY are continuing south and the formerly beleaguered Aussie has staged a v-shaped recovery from recent lows. A look at oil in the wake of the OPEC meeting yesterday, US grains under pressure on trade infrastructure damage from Hurricane Ida, precious metals levels, anti-trust risks for Google rising and more on today's pod, which features Ole Hansen on commodities and John J. Hardy hosting and on FX.
Intro and outro music by AShamaluevMusic
Version: 20241125